Iress trader, presented by: Contents Today: Introduction - - PowerPoint PPT Presentation

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Iress trader, presented by: Contents Today: Introduction - - PowerPoint PPT Presentation

Iress trader, presented by: Contents Today: Introduction Navigation Basics, Features Look & feel *will email this presentation and tutorial Next: Live lunchtime session, placing trades Technical analysis using Iress


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Iress trader, presented by:

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Contents

Today:

  • Introduction
  • Navigation
  • Basics, Features
  • Look & feel

*will email this presentation and tutorial

Next:

  • Live lunchtime session, placing trades
  • Technical analysis using Iress
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Background

  • International platform
  • Now available locally
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Platforms

  • Iress Pro ~ like Hermes, R3k pm
  • Iress Trader* ~ web browser, Java
  • Iress Investor ~ non‐Java, on your phone

Samsung galaxy, Blackberry, ipad, iphone

Apple:

  • App available [for iphone and ipad from istore]
  • View only [switch on trading with better internet]
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What to trade

  • Equities
  • SSF [ie SHP]
  • ETF [ie Satrix40]
  • CFD’s [ie SHP CFD]
  • Index futures [ie ALSI]
  • Currency futures [ie ZAUS]
  • [and more]
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Real‐time

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Log in

  • Direct: https://web.iress.co.za/secure/form.asp
  • Or navigate from www.iress.co.za
  • Or create a desktop icon
  • Dummy account details available
  • Java 6 update 31:

http://www.oracle.com/technetwork/java/javase/downloads/ jre‐6u31‐download‐1501637.html

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Change your password

  • Protect yourself
  • One session at a time
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USER >> Configure font

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Navigate

  • Right click
  • Click and drag [ie columns, +Reset]
  • Multiple select by holding down CTRL
  • Play around, use dummy acc
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Tabs [Windows >> New Workspace]

  • Also called a workspace
  • Organise your info, ie

– Watchlist – Trades – Charts – Portfolio – Share info

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Left hand window pane

  • Quote [SHP,USDZAR,ZAUS‐JUN12,ALSI‐JUN12]

– Clipboard: Export [to Excel]

  • Mkt activity [%,,vol,val]
  • User watchlist
  • System watchlist
  • Margin
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Watchlist

  • Create new and save
  • System defaults ie T40, IND, FIN, RESC
  • Or use existing and delete
  • Import/export, CTRL+C | CTRL+V
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Search

  • By security, sector, market, futures etc
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International markets watch

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Ticker

  • PRICING >> Quote ticker
  • Right‐click to choose watchlist
  • Add more than one
  • Ie local & international
  • Get rid of: Right‐click & CLOSE
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ANALYTICS >> Market Activity

  • VV colour guard type info intraday
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Broadcast

  • Within a tab [“news”=SENS & “reports”=share specific]
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ORDERS >> Custom keys

  • Ie BUY and SELL – F4+F5

– Generic, leave out security code – Or specific ie CTRL+A = buy Anglos

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ANALYTICS >> Alerts

  • Onscreen or to email [iphone/blackberry]
  • Price alerts [ie if AGL trades below R250]
  • News alerts [ie company “earnings”]
  • Configure/add:
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Charting

  • View: candles, bar, line, OHLC
  • Timeframes: from tick to annual
  • Save: browser/computer specific
  • Basic indicators
  • Multiple charts
  • Intraday charts, live
  • Overlay charts, pairs
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Fundamentals

  • Under security info
  • Basic info mkt cap, EPS, DPS, PE etc ratios
  • Dividend info
  • Adjustments
  • Reports [SENS]
  • Price history
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Other resources

  • Economic calendar:

http://www.forexfactory.com/

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Next up

  • Live intraday session with Iress Trader
  • Technical analysis with Iress Trader
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Contact us

  • Nico Coetzee
  • Head of Structured Products
  • Courtney Capital Management Pty Ltd
  • Derivatives member of the JSE
  • Authorised Financial Services Provider # 43057
  • Telephone 011.784.2112 or 2113
  • Fax number 086.5252.405
  • nicoc@courtneycap.co.za
  • www.courtneycapital.co.za